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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,440 | $129,737+6.7% | $119,126+16.2% | $154,746-10.5% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 18.31% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $10,186 | $4,375+132.8% | $4,034+152.5% | $4,379+132.6% |
| Participant deferral / active EE | $11,708 | $5,842+100.4% | $5,318+120.2% | $6,730+74.0% |
| Admin fee / account holder | $4,070 | $11,961-66.0% | $10,693-61.9% | $14,365-71.7% |